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US Stock Discovery Dashboard

Ranked by *PER, *Forward PER, EPS growth, PEG, quality, and confidence.

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Top 20 Focus Shortlist

A stricter ranked watchlist from the passed candidates, balanced by sector and theme.

# Ticker Mkt Sector Theme Class *PER *Fwd PEG EPS Rev MA RSI Focus Reason
Ticker Market Sector Class *PER *Fwd PER PEG EPS Rev MA RSI Score Estimate

Metrics & Requirements

Valuation Metrics

  • *PER = price / (latest quarter diluted EPS x 4).
  • *Fwd PER = price / (Yahoo upcoming-quarter EPS estimate x 4).
  • EPS growth = (((Yahoo upcoming-quarter EPS estimate x 4) / (latest quarter diluted EPS x 4)) - 1) x 100.
  • PEG = *PER / EPS growth percentage. PEG must be calculated only when EPS growth is positive.

Quality Metrics

  • Revenue growth compares latest annual revenue with the previous annual period.
  • Operating margin = operating income / revenue.
  • FCF = operating cash flow - capital expenditures.
  • FCF margin = free cash flow / revenue.

Screening Requirements

  • Value Growth: *Fwd PER < 15, EPS growth > 15%, PEG <= 1.0.
  • Premium Growth: EPS growth > 25%, PEG <= 1.0, revenue growth > 15%.
  • Hypergrowth Exceptional: EPS growth > 30%, PEG <= 0.50, revenue growth > 20%.
  • All candidates require positive latest-quarter annualized EPS and documented price/forward EPS sources.

Estimate Confidence

  • A: explicit company forward EPS guidance.
  • B: modeled from official company revenue, margin, share count, or tax guidance.
  • C: analyst consensus estimate from a documented provider.
  • Non-GAAP guidance should be flagged and not silently mixed with GAAP latest-quarter EPS.

Technical Indicators

  • MA50, MA100, and MA200 are simple moving averages of Yahoo daily adjusted closes.
  • MA status is BULL when price is above MA50 and MA50 is above MA200; BEAR when price is below MA50 and MA50 is below MA200; otherwise NEUTRAL.
  • MA crossover is BULL or BEAR when MA50 crossed MA100 or MA200 in the latest 10 trading days; otherwise NEUTRAL.
  • RSI14 is a 14-period momentum reading. 50-70 is BULL, 40-50 is NEUTRAL, 30-40 is BEAR, >= 70 is OVERBOUGHT, and < 30 is OVERSOLD.

Focus Shortlist

  • The Focus Shortlist is an automatic Top 20 selected from candidates that already passed the hard fundamental screen.
  • Focus Score is separate from the main Score and emphasizes valuation, growth quality, profitability, technical confirmation, and estimate confidence.
  • Theme is assigned with transparent keyword rules using ticker, company name, sector, and industry.
  • The selector applies a soft cap of four stocks per sector and four per theme before filling any remaining slots.

Score Algorithm

  • Fundamental score = PEG score + EPS growth score + *Fwd PER score + revenue score, capped at 100.
  • PEG score = min(35, max(0, (1 - PEG) x 35)).
  • EPS growth score = min(30, max(0, EPS growth / 2)).
  • *Fwd PER score = min(20, max(0, (25 - *Fwd PER) x 1.2)).
  • Revenue score = min(15, max(0, revenue growth / 2)).
  • Quality score starts at 50, then adjusts for margin change, FCF margin, dilution, and net debt / EBITDA.
  • Score = fundamental score x 70% + quality score x 30%; catalyst score is currently 0.